Episodes by Topic: ethics
Economic Recovery
Is the economy recovering from the effects of the COVID pandemic? Mark Elam, Senior Investment Strategist at Ronald Blue Trust, joins Mike to look at this issue from a variety of viewpoints. They answer questions such as:
- Has the economy started recovering already?
- How robust could the recovery be?
- Is inflation staying and increasing or will it be transitory?
- How will new legislation affect the economy?
- What is the velocity of money and why is it important?
- How can I protect myself against inflation?
Best of Talking Money: How “Independent” is Your Independent Advisor
How “Independent” is your Independent financial adviser? Do they really have your best interest at heart?
Mike discusses the good and potentially bad of being an independent adviser; plus a review of the new Code of Ethics from the CFP® Board of Standards. He also looks at some questions you should not be afraid to ask your financial advisor–and questions you should be asking.
(original air date April 18, 2020)
Listen to the EpisodeHow “Independent” is your Independent financial adviser?
How “Independent” is your Independent financial adviser? Mike discusses the good and potentially bad of being an independent adviser; plus a review of the new Code of Ethics from the CFP Board of Standards.
Listen to the Episode